Xcel Energy Inc.
IT ˙ BIT ˙ US98389B1008 ˙ Electric Utilities
66,50 € 0,00 (0,00%)
2026-10-16
AKTIENPREIS
SecurityIT:1XEL / Xcel Energy Inc.
InstitutionWFIVX - Wilshire 5000 Index Fund Investment Class
Latest Disclosed Ownership2,682 shares
Latest Disclosed Value $ 213,058
WFIVX - Wilshire 5000 Index Fund Investment Class ownership in 1XEL / Xcel Energy Inc.

On May 28, 2026 - WFIVX - Wilshire 5000 Index Fund Investment Class filed a NPORT-P form disclosing ownership of 2,682 shares of Xcel Energy Inc. (IT:1XEL) valued at $188,893 USD as of March 31, 2026. The entity filed a previous NPORT-P on February 27, 2026 disclosing 2,682 shares of Xcel Energy Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $178,353 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-28 2026-03-31 NP Xcel Energy EC US98389B1008 2,682 0 0.00 213 7.58 0.0766
2026-02-27 2025-12-31 NP Xcel Energy EC US98389B1008 2,682 -36 -1.32 198 -9.59 0.0673
2025-11-25 2025-09-30 NP Xcel Energy EC US98389B1008 2,718 0 0.00 219 18.38 0.0713
2025-08-28 2025-06-30 NP Xcel Energy EC US98389B1008 2,718 0 0.00 185 -3.65 0.0639
2025-05-30 2025-03-31 NP Xcel Energy EC US98389B1008 2,718 0 0.00 192 4.92 0.0727
2025-02-25 2024-12-31 NP Xcel Energy EC US98389B1008 2,718 0 0.00 184 3.39 0.0644
2024-11-27 2024-09-30 NP Xcel Energy EC US98389B1008 2,718 -111 -3.92 177 17.22 0.0629
2024-08-28 2024-06-30 NP Xcel Energy EC US98389B1008 2,829 0 0.00 151 -0.66 0.0564
2024-05-30 2024-03-31 NP Xcel Energy EC US98389B1008 2,829 0 0.00 152 -13.14 0.0580
2024-02-28 2023-12-31 NP Xcel Energy EC US98389B1008 2,829 0 0.00 175 8.70 0.0729
2023-11-28 2023-09-30 NP Xcel Energy EC US98389B1008 2,829 811 40.19 162 28.80 0.0732
2023-08-25 2023-06-30 NP Xcel Energy EC US98389B1008 2,018 0 0.00 125 -8.09 0.0550
2023-05-25 2023-03-31 NP Xcel Energy EC US98389B1008 2,018 -916 -31.22 136 -33.66 0.0642
2023-02-28 2022-12-31 NP Xcel Energy EC US98389B1008 2,934 -103 -3.39 206 5.67 0.1031
2022-11-28 2022-09-30 NP Xcel Energy EC US98389B1008 3,037 143 4.94 194 -4.90 0.1015
2022-08-17 2022-06-30 NP Xcel Energy EC US98389B1008 2,894 23 0.80 205 -1.45 0.1009
2022-05-25 2022-03-31 NP Xcel Energy EC US98389B1008 2,871 371 14.84 207 22.49 0.0764
2022-02-22 2021-12-31 NP Xcel Energy EC US98389B1008 2,500 0 0.00 169 8.33 0.0656
2021-11-22 2021-09-30 NP Xcel Energy EC US98389B1008 2,500 0 0.00 156 -4.88 0.0650
2021-08-20 2021-06-30 NP Xcel Energy EC US98389B1008 2,500 0 0.00 165 -1.20 0.0681
2021-05-25 2021-03-31 NP Xcel Energy EC US98389B1008 2,500 0 0.00 166 0.00 0.0741
2021-02-19 2020-12-31 NP Xcel Energy EC US98389B1008 2,500 0 0.00 167 -3.49 0.0784
2020-11-24 2020-09-30 NP Xcel Energy EC US98389B1008 2,500 -380 -13.19 173 -4.44 0.0878
2020-08-20 2020-06-30 NP Xcel Energy EC US98389B1008 2,880 0 0.00 180 4.05 0.0973
2020-06-01 2020-03-31 NP Xcel Energy EC US98389B1008 2,880 -720 -20.00 174 -24.12 0.1110
2020-03-02 2019-12-31 NP Xcel Energy EC US98389B1008 3,600 0 0.00 229 -2.15 0.1129
2019-11-20 2019-09-30 NP Xcel Energy EC US98389B1008 3,600 3,600 234 0.1227
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.